meta_pixel
Tapesearch Logo
Log in
Money Girl

320 MG How Do You Find a Financial Advisor? (Part 2)

Money Girl

Macmillan Holdings, LLC

Entrepreneurship, Education, Investing, Business, How To

4.61.8K Ratings

🗓️ 12 July 2013

⏱️ 9 minutes

🧾️ Download transcript

Summary

Using a financial advisor can be the key to improving your personal finances. Get the Money Girl book at http://MoneyGirlBook.com

Hosted on Acast. See acast.com/privacy for more information.

Transcript

Click on a timestamp to play from that location

0:00.0

Hi friends. Thanks for tuning in to another weekly edition of the Money Girl

0:08.4

Podcast. I'm Laura Adams. Sometimes we need professional help to accomplish our financial dreams.

0:21.2

Working with someone you trust can be the best way to flesh out your goals and create a solid financial plan.

0:27.0

In part one of this series about finding a financial advisor, I gave you an overview of three common types of advisors and how they can help you improve

0:35.6

your financial health. These are a certified financial planner or CFP, a registered investment

0:42.3

advisor or RIA and an estate planner.

0:46.0

Today in part two you'll learn the best places to find these advisors,

0:50.0

tips to research their backgrounds, and how to prepare to meet with them for the first time.

0:58.0

No matter if you're looking for a new financial advisor, a house cleaner or a hair stylist,

1:03.5

as people you know for recommendations.

1:06.5

There's no substitute for getting referrals from friends or family who will give you

1:10.8

straight information.

1:12.4

But what if you don't know many people? who will give you straight information.

1:13.0

But what if you don't know many people,

1:15.0

or your contacts have never used a financial advisor?

1:19.0

Fortunately, there are some great websites that make it easy to find an advisor.

1:24.0

I'm going to give you a lot of websites to reference in this podcast.

1:28.0

Don't worry about writing them all down.

1:30.0

You can find them in the show transcript on the moneygirl page at quick and dirty

1:33.7

tips.com. The first type of advisor that we covered in part one is a certified

1:38.5

financial planner or CFP. Find one in your area at CFP. net or let's make a plan

1:46.2

dot org. Both sites are run by the CFP board which is a nonprofit

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from Macmillan Holdings, LLC, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Macmillan Holdings, LLC and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2026.